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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is caught in a broader semiconductor and AI-stock selloff as traders worry that election results and calls for tighter AI regulation could slow data-center expansion and chip demand. The community is split between fears that the AI buildout is peaking and buyers who view the decline as an overreaction, with some also questioning the sustainability of AI spending and financing.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp tech-led selloff is being tied by traders to fears that the Democratic midterm sweep could bring tighter AI and data-center rules and slow infrastructure spending, with semiconductor weakness adding pressure. The community is split between seeing a deeper correction and AI-trade unwind ahead and viewing the drop as an overreaction or dip-buying opportunity.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns sharp selloff is being tied by traders to fears that Democratic gains and calls for tighter AI regulation could slow data-center construction and weaken demand for AI-related chips and memory, amid a broader semiconductor and AI-trade unwind. The community is divided between viewing the drop as an overreaction and dip-buying opportunity because AI memory demand remains strong, and warning that weaker AI spending or a prolonged sector reset could bring further declines.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp broad-market selloff is being tied by traders to fears that the Democrats midterm gains could bring tighter AI rules and slow data-center investment, adding pressure to tech-heavy indexes. The community is split between seeing the drop as an overreaction and buying opportunity and expecting further losses amid uncertainty and an unwind in AI-related stocks.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 80,658.0733598 USD and is up 4.77 over the last 24 hours. It is currently trading on 12773 active market(s) with $40,139,541,803.82 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff alongside weakness in tech and broader markets has traders focused on risk-off trading and leveraged liquidations. The community is split between calling the drop a temporary flush and buying the dip, and warning that losses could deepen; political explanations remain speculative.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has hammered SOXL, with traders pointing to fears that political shifts could constrain AI and data-center investment, alongside broader worries that the AI trade is unwinding. The funds 3x daily leverage has magnified the drop; traders disagree on whether it marks capitulation and a buying opportunity or further downside ahead.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is plunging alongside semiconductor and AI stocks amid fears that post-midterm calls for AI regulation could slow data-center expansion, with traders also questioning AI spending and elevated chip valuations despite AMDs strong results. The community is divided between treating the selloff as an overreaction and buying the dip, and expecting further declines as the AI trade unwinds.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention after a sharp selloff alongside AI and optical-infrastructure stocks, with traders citing concerns about hyperscaler spending, AI valuations and the companys upcoming earnings outlook. Some see the decline as an oversold buying opportunity, while others fear more downside and question whether strong results would be enough to reverse the weak sentiment.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp selloff in SNDK and other memory and AI-linked stocks is being tied by traders to Democratic gains in Congress and calls for tighter AI and data-center regulation, raising concerns that U.S. infrastructure spending and memory demand could slow. The community is split between calling the drop an overreaction and buying on valuation and earnings strength, versus fearing an AI-trade unwind and further losses; claims of forced liquidation remain speculation.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A sharp selloffamid a broader tech-market declinehas sparked debate over SpaceXs high valuation and exposure to political scrutiny of Elon Musk, including possible risks to government relationships and contracts. Bears also cite AI-bubble and upcoming share-unlock concerns, while bulls view the drop as a market-wide overreaction and are buying the dip.

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Teladocs Q3 report, with improved profitability and cash generation despite declining revenue, has fueled a sharp rebound and analyst upgrades; traders also point to progress in BetterHelps insurance transition. Bulls see a turnaround and potential short-covering, while skeptics remain concerned about ongoing revenue weakness and BetterHelps challenges.

Corporate Developments Investors Can't Ignore

Across the markets companies are navigating pivotal moments that could shape their future, including NeOnc Technologies (NASDAQ:NTHI), Cemtrex (NASDAQ:CETX), Norwegian Cruise Line (NYSE:NCLH), Nuwellis (NASDAQ:NUWE), Teladoc Health (NYSE:TDOC), Bausch Health (NYSE:BHC), Insmed (NASDAQ:INSM), and Glaukos (NYSE:GKOS).

Teladoc Stock Rallies After Double Beat; Lifts FY26 GAAP EPS Outlook

Teladoc Health is rising Thursday after it reported better-than-expected Q3 results late Wednesday and raised its 2026 GAAP EPS guidance.read more...

Teladoc Health Stock Rises After Q3 Double Beat

Teladoc Health Inc (NYSE:TDOC) shares are rising in Wednesday's after-hours session after the company reports better-than-expected results for the third quarter.read more...

Teladoc (TDOC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Teladoc (TDOC) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Teladoc (TDOC) Reports Q3 Loss, Beats Revenue Estimates

Teladoc (TDOC) delivered earnings and revenue surprises of +34.78% and +3.34%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Unveiling Teladoc (TDOC) Q3 Outlook: Wall Street Estimates for Key Metrics

Get a deeper insight into the potential performance of Teladoc (TDOC) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Teladoc (TDOC) Outperforms Broader Market: What You Need to Know

Teladoc (TDOC) closed at $5.73 in the latest trading session, marking a +1.06% move from the prior day.

Teladoc (TDOC) Rises As Market Takes a Dip: Key Facts

In the closing of the recent trading day, Teladoc (TDOC) stood at $6, denoting a +1.35% move from the preceding trading day.

Teladoc Strengthens Solo Platform With New AI-Powered Care Tools

TDOC expands Solo with AI tools that streamline virtual assessments and clinical documentation, targeting simpler workflows for hospitals.

Teladoc (TDOC) Sees a More Significant Dip Than Broader Market: Some Facts to Know

The latest trading day saw Teladoc (TDOC) settling at $5.56, representing a -3.64% change from its previous close.

• Reported GAAP EPS of -$0.15 up 46.43% YoY
• Reported revenue of $605.1M down -3.41% YoY
• Teladoc Health expects full-year 2026 revenue of $2.4B, adjusted EBITDA of $277M, net loss per share of -$0.95, and free cash flow of $135M.

Teladoc Health's revenue and access fees declined year-over-year; BetterHelp revenue and paying users decreased amid direct-pay user declines; total visits and U.S. Integrated Care members also decreased.

Teladoc Health reported higher Integrated Care revenue and adjusted EBITDA, chronic-care enrollment and monthly revenue per member, while advancing Teladoc One, hybrid care, AI-enabled solutions and insurance-covered access.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

TDOC, AMWL Stocks Retreat After OpenAI Lets Users Link Medical Records To ChatGPT 

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Bullish Sentiment

<ul class="summary-bullets"><li>Both Teladoc and Amwell operate virtual-care networks that let patients access clinicians, review records, receive educational summaries, prepare for visits and manage lower-acuity issues through apps and portals.</li><li>The new feature may cause a potential telehealth customer to delay or skip a paid virtual consult for informational needs.</li><li>Earlier on Thursday, Teladoc also unveiled the Teladoc One, a new virtual care model integrating AI.</li></ul>Shares of telehealth platforms Teladoc Health (TDOC) and American Well Corp (AMWL) slipped on Thursday, the same day OpenAI launched an expanded Health experience inside ChatGPT for U.S. users.The new ChatGPT feature allows users to securely connect personal health data, enabling more personalized, context-aware responses to everyday health questions.At the time of writing, TDOC shares were down 3%, while AMWL shares had declined 8%.<h2 class="st-heading-2">OpenAI’s New Feature</h2>Every week, more than 300 million people already turn to ChatGPT with health-related queries — from interpreting lab results and preparing for appointments to understanding doctor instructions or building healthier routines, the company said.Until now, much of the underlying context has remained scattered across patient portals, apps, and wearables. With the new update, users can optionally link Apple Health, supported medical records from U.S. hospital systems, One Medical, or Function Health. Once connected, ChatGPT can reference relevant details such as medications, lab trends, recent visits, sleep, activity, and workouts across ordinary conversations — not just inside a dedicated Health tab.Connected information receives additional encryption beyond standard ChatGPT protections, is never used to train foundation models or target ads, and can be disconnected at any time, the company said. Users can also correct incomplete or outdated details and add missing context. “The experience builds on feedback from early testers,” OpenAI said in its announcement.<h2 class="st-heading-2">How Will This Impact TDOC, AMWL?</h2>While the OpenAI announcement frames Health in ChatGPT strictly as a supportive layer rather than a clinical service, the feature overlaps with core value propositions of pure-play telehealth platforms like Teladoc Health (TDOC) and Amwell (AMWL).Both companies operate virtual-care networks that let patients access clinicians, review records, receive educational summaries, prepare for visits, and manage lower-acuity issues through apps and portals. A patient who can already compare a new lab result with prior ones, understand medication changes, or draft questions for a doctor may delay or skip a paid virtual consult for informational needs.Earlier today, Teladoc unveiled a new virtual care model that aims to avoid treating conditions in isolation. The New York-based company said the approach pairs multidisciplinary teams of clinicians, coaches, and therapists with always-on AI support and its Pulse data engine to deliver predictive, adaptive care across primary, mental health, and chronic needs. Select clients will begin using the model in September 2026, with wider availability in January 2027, the company said.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around TDOC stayed within the ‘bearish’ territory over the past 24 hours, while message volume remained at ‘low’ levels.Meanwhile, sentiment around AMWL remained at ‘neutral’ levels, accompanied by ‘extremely high’ retail chatter.A Stocktwits user noted that Teladoc is dropping despite multiple positive announcements, including the unveiling of Teladoc One.<stembedurl>https://www.stocktwits.com/KPsloa1/message/659855284</stembedurl>The user also highlighted optimism for the mass adoption of Teladoc One.<stembedurl>https://www.stocktwits.com/KPsloa1/message/659837239</stembedurl>While <a href="https://stocktwits.com/symbol/TDOC">TDOC stock</a> has gained 24% year-to-date, <a href="https://stocktwits.com/symbol/AMWL">AMWL</a> has surged by 119% during the same period.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-hims-stock-rallying-13-today/cZZnDrdR7Ui">Why Is HIMS Stock Rallying 13% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo is displayed on a smartphone screen with a company logo in the background. (Photo by Samuel Boivin/NurPhoto via Getty Images)

A new ChatGPT feature allows users to securely connect personal health data, enabling more personalized, context-aware responses to everyday health questions.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$0.12	--	--	N/A
Q3 '26	-$0.22	-$0.15	30.96%	BEAT
Q2 '26	-$0.25	-$0.21	15.91%	BEAT
Q1 '26	-$0.34	-$0.36	-5.52%	MISSED
Q4 '25	-$0.18	-$0.14	21.92%	BEAT

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